See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,113 | $94,338-9.8% | $100,534-15.3% | $142,382-40.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 16.38% | 29.20%-12.8pp | 32.66%-16.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,791 | $4,237-34.1% | $4,346-35.8% | $4,299-35.1% |
| Participant deferral / active EE | $6,970 | $5,934+17.5% | $6,144+13.4% | $6,507+7.1% |
| Admin fee / account holder | $146 | $8,421-98.3% | $7,654-98.1% | $12,624-98.8% |